Identiv (INVE)
Designs RFID and BLE tags, inlays, and labels for connected physical products.
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Sells RFID- and BLE-enabled inlays, tags, and labels that track, monitor, authenticate, or engage around physical objects. The remaining business is a single IoT segment, with R&D in Germany, manufacturing in Thailand, and sales operations in the United States and Germany.
RFID- and BLE-enabled inlays, tags, and labels give physical products a digital identity for tracking, monitoring, authentication, and engagement. The product focus includes pharmaceuticals and medical devices, consumer electronics and mobile devices, wine and spirits, luxury goods, libraries, and logistics.
After selling its physical-security, access-card, and identity-reader operations, the business consists of a single IoT Business segment. R&D is based in Germany, manufacturing is in Thailand, and operations and sales span Germany and the United States.
The remaining IoT operating assets and Thai subsidiary are covered by a definitive sale agreement with Trackonomy Systems, pending closing conditions.
Company facts
Categories
Target rangeAs of Sep 2, 2026
Latest analyst notes
| Date | Firm | Action | Prior rating | Rating | Prior target | Target |
|---|---|---|---|---|---|---|
| Jun 25, 2026 | UBS | Target | $3.10 | |||
| Jun 25, 2026 | Lake Street | Downgrade | Buy | Hold | $6 | $4 |
| Jun 25, 2026 | Craig-Hallum | Downgrade | Buy | Hold | $7 | $3.10 |
| May 14, 2026 | Craig-Hallum | Reiterate | Buy | $5 | $7 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $119.4M · Total debt $1.1M · Total assets $140.7M · Shareholders' equity $133.1M
- Revenue
- $5.7M
- Operating income
- −$5.5M
- Net income
- −$4.9M
No dividends on record.
| Institutions58 holders · as of Jun 30, 2026 | 40.42% | 9.80M shares | |
| Insiders11 holders · as of Aug 3, 2026 | 24.16% | 5.86M shares | |
| Strategic holders1 holder · as of Feb 14, 2022 | 4.86% | 1.18M shares | |
| Otherremainder | 30.56% | 7.40M shares |
24.24M company shares as of Sep 3, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Evidence |
|---|---|---|---|
Bleichroeder LPInstitution | 11.90% | 2.88M | 13Fas of Jun 30, 2026 |
Radoff Bradley LouisInsider | 9.58% | 2.32M | 13Dfiled Aug 27, 2025 ↗ |
Grossman BruceInsider | 7.22% | 1.75M | 13Gfiled Jul 9, 2026 ↗ |
Portolan Capital Management, LLCInstitution | 6.81% | 1.65M | 13Gfiled Apr 19, 2021 ↗ |
Aigh Capital Management LLCInstitution | 5.98% | 1.45M | 13Fas of Jun 30, 2026 |
| See all 25 → | |||
13F — a manager's quarterly holdings · 13D/13G — an ownership statement filed at 5% or more
Insider tradesForm 4
No open-market trades in the last 12 months.
- Avery Dennison
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RAIN RFID chips, readers and software for item-level IoT
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Identiv | $2.80 | +1.27% | $66.7M | — | — | 2.7 | +12.7% |
| Avery Dennison | $173.92 | −0.29% | $13.34B | 19.1 | 16.7 | 1.4 | +10.9% |
| Impinj | $175.05 | −0.01% | $5.35B | — | 71.0 | 14.4 | +10.7% |
| Median | 19.1 | 43.9 | 7.9 | +10.8% |